Western New York Sustainable Business Roundtable Ltd

Nonprofit profile at a glance

EIN
812799002
IRS 990 coverage
2022–2025
Forms available
Form 990 2025, Form 990-EZ 2021, Form 990-N 2017
Location
Buffalo, NY, USA
Phone
7169988287
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$244,745
Expenses
$219,550
Assets
$203,363
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • AMANDA PIKE (PRESIDENT)

People named in this filing

  • AMANDA PIKE (PRESIDENT)
  • SARAH HERBST (VICE PRESIDE)
  • ANNE PFUNTER (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To achieve our mission of accelerating sustainability in business in the wny region, sbr provides educational events, online tools and resources, and timely, relevant insights to its member organizations and to any individual or organization interested in sustainability. We create opportunities for wny businesses to adopt sustainable business practices that help reduce environmental impact, prioritize employee and community well-being, manage risk and support long-term resilience. Our ultimate vision is an economically and environmentally resilient western New York where people and businesses thrive.

What it reported doing in 2025

In 2025, sbr hosted 11 educational events on 4 identified "themes": strategic sustainability implementation, renewable energy, water stewardship, and workforce development. All told, our educational events attracted over 600 individuals. We collaborated with 7 other organizations on these 11 educational events and made a concerted effort to promote these events not only to sbr members, but to local entrepreneurs, students, other nonprofit organizations, and minority- and women-owned businesses. In addition to these 11 events, we hosted our annual sustainable business summit in november. The summit was attended by 200+ business leaders, students, and entrepreneurs. We brought in over 20 experts on a variety of different sustainability topics to participate in our summit, and for the first time ever, we offered 2 optional deep-dive workshops: one on sustainable leadership, and one on using data to inform sustainable decision making. We allocated 30 summit tickets specifically to enable entrepreneurs from marginalized communities and students to attend at no charge. The 2025 summit was a no-waste event, meaning we eliminated all single-use plastics from the event and composted as much food waste as possible.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 35
  • Transparency & Controls: 90
  • Accountability: 76
  • Sustainability: 55
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 37.7%; rating input score 38
  • Program expense ratio: 42%; rating input score 42
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 10.3%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 0.93; rating input score 39; 39th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: -32.3% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: 8.2% per year; rating input score 100; 63rd percentile among comparable filings
  • Asset growth: 18.4% per year; rating input score 100; 81st percentile among comparable filings

Details

  • Where the money goes: 37.7% of revenue deployed · 42% of spending went to programs
  • Governance: 10 of 10 board members independent · 3 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $92K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 18 of 18 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 38/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 42/100.
  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 39/100.